Civic Intelligence

Franklin & Marshall College

990 • Fiscal year 2014 • EIN 23-1352635

Jul 01, 2013 to Jun 30, 2014 • Filed on May 08, 2015

Organization ProfileWWW.FANDM.EDU

View Organization Page

PO Box 3003Suite17604-3003

(717) 291-3925

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.20x

Higher debt load relative to assets than 31% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2014

Liabilities / Revenue

66th percentile

0.78x

Higher debt load relative to revenue than 66% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2014

Net Margin

66th percentile

11%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2014

Top Officer Pay

36th percentile

$609,962

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2014

Asset Growth

42nd percentile

5.2%

Faster asset growth than 42% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

5.0%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$680,260,648

Up $33,761,482 (+5.2%) from 2013

Net Assets

Up

$541,213,824

Up $42,102,410 (+8.4%) from 2013

Liabilities

Down

$139,046,824

Down $8,340,928 (-5.7%) from 2013

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin66th percentile

Revenue

$179,080,978

No earlier filing loaded for comparison.

Expenses

Up

$159,836,188

Up $3,986,566 (+2.6%) from 2013

Net Income

$19,244,790

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0B$500M$0Assets 2010: $601,307,900Liabilities 2010: $171,980,295Net Assets 2010: $429,327,6052010Assets 2011: $652,912,539Liabilities 2011: $173,760,847Net Assets 2011: $479,151,6922011Assets 2012: $644,458,185Liabilities 2012: $175,068,603Net Assets 2012: $469,389,5822012Assets 2013: $646,499,166Liabilities 2013: $147,387,752Net Assets 2013: $499,111,4142013Assets 2014: $680,260,648Liabilities 2014: $139,046,824Net Assets 2014: $541,213,8242014Assets 2015: $678,130,332Liabilities 2015: $148,083,670Net Assets 2015: $530,046,6622015Assets 2016: $679,142,777Liabilities 2016: $173,290,612Net Assets 2016: $505,852,1652016Assets 2017: $696,054,655Liabilities 2017: $170,165,765Net Assets 2017: $525,888,8902017Assets 2018: $717,438,968Liabilities 2018: $173,285,348Net Assets 2018: $544,153,6202018Assets 2019: $733,363,144Liabilities 2019: $185,695,923Net Assets 2019: $547,667,2212019Assets 2020: $780,280,025Liabilities 2020: $233,750,326Net Assets 2020: $546,529,6992020Assets 2021: $899,256,737Liabilities 2021: $228,039,469Net Assets 2021: $671,217,2682021Assets 2022: $830,931,551Liabilities 2022: $221,796,408Net Assets 2022: $609,135,1432022Assets 2023: $822,891,438Liabilities 2023: $199,969,233Net Assets 2023: $622,922,2052023Assets 2024: $855,834,708Liabilities 2024: $195,098,779Net Assets 2024: $660,735,9292024

Highlighted filing

2014

Assets$680,260,648
Liabilities$139,046,824
Net Assets$541,213,824
Open 2014 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MExpenses 2010: $131,244,1062010Revenue 2011: $154,845,953Expenses 2011: $144,736,954Net Income 2011: $10,108,9992011Expenses 2012: $152,380,7582012Expenses 2013: $155,849,6222013Revenue 2014: $179,080,978Expenses 2014: $159,836,188Net Income 2014: $19,244,7902014Revenue 2015: $208,056,397Expenses 2015: $170,977,634Net Income 2015: $37,078,7632015Revenue 2016: $204,247,928Expenses 2016: $183,900,852Net Income 2016: $20,347,0762016Revenue 2017: $213,105,192Expenses 2017: $188,601,576Net Income 2017: $24,503,6162017Revenue 2018: $205,634,738Expenses 2018: $195,861,861Net Income 2018: $9,772,8772018Revenue 2019: $209,031,036Expenses 2019: $199,260,345Net Income 2019: $9,770,6912019Revenue 2020: $176,394,107Expenses 2020: $193,956,044Net Income 2020: -$17,561,9372020Revenue 2021: $209,519,207Expenses 2021: $190,172,005Net Income 2021: $19,347,2022021Revenue 2022: $196,116,735Expenses 2022: $189,880,020Net Income 2022: $6,236,7152022Revenue 2023: $186,951,178Expenses 2023: $189,940,277Net Income 2023: -$2,989,0992023Revenue 2024: $201,387,214Expenses 2024: $193,452,587Net Income 2024: $7,934,6272024

Highlighted filing

2014

Revenue$179,080,978
Expenses$159,836,188
Net Income$19,244,790
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 8, 2015
Return Version
2013v4.0
Gross Receipts
$244,704,786
Mission and Program Overview

Mission

Franklin & marshall college is a residential college dedicated to excellence in undergraduate liberal arts education. Its aims are to inspire in young people of high promise and diverse backgrounds a genuine and enduring love for learning, to teach them to read, write, and think critically, to instill in them the capacity for both independent and collaborative action, and to educate them to explore and understand the natural, social, and cultural worlds in which they live. In so doing, the college seeks to foster in its students qualities of intellect, creativity, and character, that they may live fulfilling lives and contribute meaningfully to their occupations, their communities, and their world.

Franklin & marshall college is a residential college dedicated to excellence in undergraduate liberal arts education. (see full mission statement attached on schedule o.)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$207,935,672$235,506,671▲ $27,570,999
Land, Buildings, and Equipment, Net$222,747,584$219,752,456▼ $2,995,128
Investments in Publicly Traded Securities$159,219,399$168,739,978▲ $9,520,579
Pledges and Grants Receivable$26,175,606$23,998,759▼ $2,176,847
Investments Program Related$16,154,308$16,415,972▲ $261,664
Accounts Receivable$4,692,897$5,944,009▲ $1,251,112
Savings and Temporary Cash Investments$1,578,799$1,489,991▼ $88,808
Prepaid Expenses and Deferred Charges$1,483,003$1,047,710▼ $435,293
Cash and Non-Interest-Bearing Accounts$110,018$121,861▲ $11,843
Receivables From Officers Etc$45,500$30,456▼ $15,044
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$646,499,166$680,260,648▲ $33,761,482
Other Assets Total$6,356,380$7,212,785▲ $856,405
Liabilities
Tax Exempt Bond Liabilities$83,296,693$81,574,217▼ $1,722,476
Other Liabilities$44,996,635$44,013,945▼ $982,690
Deferred Revenue$10,896,622$4,955,787▼ $5,940,835
Accounts Payable and Accrued Expenses$4,730,382$4,889,784▲ $159,402
Escrow Account Liability$3,467,420$3,613,091▲ $145,671
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Total Liabilities$147,387,752$139,046,824▼ $8,340,928
Net Assets / Fund Balance
Unrestricted Net Assets$266,708,280$285,497,363▲ $18,789,083
Temporarily Rstr Net Assets$127,827,786$142,943,294▲ $15,115,508
Permanently Rstr Net Assets$104,575,348$112,773,167▲ $8,197,819
Total Net Assets Fund Balance$499,111,414$541,213,824▲ $42,102,410
Total Liabilities and Net Assets / Fund Balance$646,499,166$680,260,648▲ $33,761,482

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$182,453,259$56,879,796$238,189,630
Equipment$19,297,555$33,223,781$52,521,336
Land$13,105,441-$13,085,789
Other Land Buildings$4,896,201$1,422,078$6,318,279
Other Securities$14,498,212--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$270,558,942$5,259,230▲ $39,241,872$9,228,944$300,656,053
2012$253,635,767$3,705,238▲ $27,626,220$9,319,987$270,558,942
2011$270,079,122$3,438,169▼ $5,320,904$721,680$253,635,767
2010$235,435,090$2,599,447▲ $47,250,523$9,943,305$270,079,122
2009$218,624,340$9,166,653▲ $24,698,126$11,710,606$235,435,090
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel R PorterfieldPresidentFT$422,157$187,805$609,962
David ProulxVP for Finance & AdministratioFT$293,960$98,457$392,417
Matthew K EynonVP For College AdvancementFT$279,256$78,814$358,070
Ann SteinerFormer Provost & Dean of the FFT$218,418$65,708$284,126
Daniel G LugoVP & Dean of Admission & FinanFT$192,478$82,330$274,808
Elizabeth KrappInvestment Office & TreasurerFT$154,746$72,490$227,236
Joseph J KarleskyInterim Provost & Dean of theFT$168,892$48,439$217,331
J Samual HouserChief of Staff & SecretaryFT$146,451$70,743$217,194
D Grier StephensonProfessor GovernmentFT$167,065$41,541$208,606
Alan CanigliaSr. Assoc Dean & VPFT$163,238$41,602$204,840
Beth ThroneAVP STUDENT & post grad devel.FT$154,899$47,969$202,868
Casundra AmundsonVP for College CommunicationsFT$155,978$45,330$201,308
Margaret L HazlettDean of the CollegeFT$85,154$70,304$155,458
Kent TrachteDean of the CollegeFT$95,339$37,984$133,323

Board Members and Trustees

NameTitle
Barry S Lafer EsqTrustee
Benjamin J WinterTrustee
Beverly R SteinmanTrustee
Brett S HarwoodTrustee
Brian HardTrustee
Colleen R WeisTrustee
David LehmanTrustee
Douglas H Evans EsqTrustee
Douglas J McCormack EsqTrustee
Eric C RackowTrustee
Eric W NollTrustee
Frances D WolfTrustee
H Art Taylor EsqTrustee
Henry B duP SmithTrustee
John BurnessTrustee
John L RosenthalTrustee
Lawrence G BraitmanTrustee
Lawrence I BonchekTrustee
Linda Yarden EsqTrustee
Mary L SchapiroTrustee
Patricia E HarrisTrustee
Raymond A Sanseverino EsqTrustee
Reed D AuerbachTrustee
Richard M FullerTrustee
Robert H SmithTrustee
Robert J Brooks SrTrustee
Robert L FreedmanTrustee
Stanley L LevinTrustee
Stanley M Brand EsqTrustee
Susan Kline KlehrTrustee
Susan L WashburnTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Sodexo INC AffiliatesFood Services Mgmt-$6,599,192
James Street Housing LPHousing Rental-$1,919,376
AramarkJanitorial Services-$1,772,491
Direct Energy BusinessEnergy Services-$1,444,500
Strata Information GroupSoftware Project-$1,347,575
Revenue and Support

Revenue Composition

Contributions and Grants
$18,186,152
Program Service Revenue
$132,688,568
Investment Income
$26,617,890
Other Revenue
$1,588,368
All Other Contributions
$16,577,136
Change in Net Assets
$19,244,790

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded58$5,944,469Fair Value
Real Estate Other1$487,000Fair Value
Works of Art17$68,000Fair Value
Other Non Cash Contri Table15$29,306Fair Value
Other Non Cash Contri Table5$5,575Fair Value
Total Noncash Contributions96$6,534,350-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$66,231,918
Other Expenses$53,762,706
Grants and Similar Amounts Paid$39,841,564
Total Fundraising Expense$6,048,282
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$37,554,858$9,738,673$2,502,295$49,795,826
Grants to Domestic Individuals$32,439,534--$32,439,534
Fees for Services Other$7,890,579$3,170,270$772,011$11,832,860
Depreciation Depletion$6,643,685$1,365,536$499,815$8,509,036
Foreign Grants$7,049,184--$7,049,184
Interest$3,347,275$3,030,878$5,623$6,383,776
Occupancy$3,341,665$2,967,374$4,727$6,313,766
Other Employee Benefits$3,539,138$1,006,770$260,750$4,806,658
Pension Plan Contributions$3,438,888$1,076,939$257,844$4,773,671
Office Expenses$2,258,632$1,162,119$406,094$3,826,845
Payroll Taxes$2,707,112$783,700$187,636$3,678,448
Current Officers, Directors, Trustees, and Key Employees$565,748$1,939,024$672,543$3,177,315
Travel$2,377,458$268,561$212,964$2,858,983
Information Technology$444,865$1,540,978$99,671$2,085,514
Insurance$373,516$265,489-$639,005
Other Expenses$430,538$68,448$98,487$597,473
Fees for Services Legal$29,515$446,657-$476,172
Fees for Service Investment Mgmnt Fees-$365,707-$365,707
Grants to Domestic Orgs$352,846--$352,846
Conferences and Meetings$177,887$99,843$10,128$287,858
All Other Expenses$92,177$47,677$37,367$177,221
Fees for Services Accounting-$117,500-$117,500
Advertising$41,930$27,488$567$69,985
Total Functional Expenses$122,233,009$31,554,897$6,048,282$159,836,188
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
71-0927742-501(c)(3)Eastern Market Plaza Artwork Project GENERAL SUPPORT$150,000
22-2436077-501(c)(3)Urban Forest Centre General Support$100,000
20-5767147-501(c)(3)Choice Plus Program Cancer Institute Support$20,000
13-3355315-501(c)(3)Tuition Rdct Spring Gala$20,000
23-1631733-501(c)(3)General Support Stage Production$12,500
23-2689968-501(c)(3)General Support Bond House Renovations$10,000
46-3353021-501(c)(3)Lancaster City Edp$7,500
23-6001904-Govt EntityFirst Friday$6,667
13-5613797-501(c)(3)2014 Heart Ball$5,500

International Summary

Spending
$119,349,002

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
Yes
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments---$108,128,793
Europe (Including Iceland and Greenland)Program ServicesStudy Abroad--$2,583,457
East Asia and the PacificGrantmaking---$2,480,423
South AsiaGrantmaking---$1,584,371
Sub-Saharan AfricaGrantmaking---$912,149
Europe (Including Iceland and Greenland)Grantmaking---$791,209
Europe (Including Iceland and Greenland)Program ServicesConf/Research/Travel--$480,916
Russia and the Newly Independent StatesGrantmaking---$388,848
South AmericaGrantmaking---$364,795
East Asia and the PacificProgram ServicesStudy Abroad--$350,895
Central America and the CaribbeanGrantmaking---$322,215
Sub-Saharan AfricaProgram ServicesConf/Research/Travel--$185,433
Central America and the CaribbeanProgram ServicesConf/Research/Travel--$116,747
Middle East and North AfricaGrantmaking---$110,918
North AmericaGrantmaking---$94,256
East Asia and the PacificProgram ServicesConf/Research/Travel--$92,534
South AmericaProgram ServicesStudy Abroad--$71,000
Sub-Saharan AfricaProgram ServicesStudy Abroad--$49,430
North AmericaProgram ServicesConf/Research/Travel--$35,851
Central America and the CaribbeanProgram ServicesStudy Abroad--$32,050
South AmericaProgram ServicesConf/Research/Travel--$28,120
Middle East and North AfricaProgram ServicesStudy Abroad--$27,430
Middle East and North AfricaProgram ServicesConf/Research/Travel--$19,791
East Asia and the PacificProgram ServicesAdmis Recruitment--$18,890
South AsiaProgram ServicesStudy Abroad--$16,140
Europe (Including Iceland and Greenland)Program ServicesAdmis Recruitment--$11,600
North AmericaProgram ServicesAdmis Recruitment--$9,762
Russia and the Newly Independent StatesProgram ServicesStudy Abroad--$9,050
Russia and the Newly Independent StatesProgram ServicesConf/Research/Travel--$8,571
South AsiaProgram ServicesConf/Research/Travel--$7,343
South AmericaProgram ServicesAdmis Recruitment--$6,052
South AsiaProgram ServicesAdmis Recruitment--$5,222
Middle East and North AfricaProgram ServicesAdmis Recruitment--$4,741
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$45,500$30,456▼ $15,044
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Postretirement Benefit Obligat$21,479,017
Annuity Obligations$14,630,465
Fin 47 Obligation$7,647,447
Purchase Commitment$249,516
Mortgage Guarantee$7,500

Bond Issues

BondIssuerIssuedIssue PricePurpose
A23-22248972006-05-01$56,364,018MULTIPLE - SEE PART VI
B23-22248972008-06-19$29,891,597MULTIPLE - SEE PART VI

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$57,165,704$0$2,035,000$598,639
B$30,115,043$0$0$439,501

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, LINE 1A - EXECUTIVE COMMITTEE:

“The college has an executive committee who is authorized to act in place of the full board at all times. It was composed of 11 members of the board, including the president, during fiscal year 2014.”

Form 990, Part VI, Line 11A - Provide A Copy of Form 990 to Governing

“Body before filing: a copy of form 990 was supplied to all members of the board of trustees prior to its filing.”

FORM 990, PART VI, LINE 12C - ENFORCEMENT OF CONFLICT OF INTEREST POLICY:

“The conflict of interest policy is circulated to officers and trustees annually, requesting a declaration and explanation of potential conflicts with professional and other duties, including membership on other boards. Officers and trustees cannot participate in deliberations or actions by the college with respect to any proposed transaction or relationship with respect to which the trustee or officer has a financial interest or other conflict of interest.”

Form 990, Part VI, Line 15A & 15B - Compensation Process for Top

“OFFICIAL AND SENIOR OFFICERS: EACH YEAR, PERFORMANCE REVIEWS ARE CONDUCTED BETWEEN FEBRUARY AND MAY FOR SENIOR OFFICERS (PRESIDENT, VICE PRESIDENTS, PROVOST, AND DEAN OF THE COLLEGE). INDEPENDENTLY-GATHERED COMPARISON COMPENSATION DATA IS REVIEWED BY THE COMPENSATION COMMITTEE, AND EXECUTIVE COMPENSATION DETERMINATIONS ARE MADE BY THE COMMITTEE BASED ON PERFORMANCE AND BENCHMARK DATA. COMPENSATION DECISIONS ARE contemporaneously DOCUMENTED IN THE COMMITTEE'S MEETING MINUTES.”

FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION:

“The college's financial statements, governing documents, and conflict of interest policy are available to the public upon request.”

Filing and Contact Details

Filer

EIN
23-1352635
In Care Of
% KATHRYN-ELLIEHAUSEN SLOBOZIE
Phone
7172913925

Signing Officer

Name
David Proulx
Title
VP Finance & Admin.
Phone
7173584756
Signed
2015-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel R Porterfield Phd
Formed
1787
Legal Domicile
Pa
Voting Board Members
32
Independent Board Members
31
Employees
2,648
Volunteers
1,366

Preparer

Preparer
Margaret Bradshaw Kpmg Llp
Phone
7173584756
Supplemental Narrative

Additional Explanations

Part I, Line 1

“Organization's mission or most significant activities: franklin & marshall college is a residential college dedicated to excellence in undergraduate liberal arts education. Its aims are to inspire in young people of high promise and diverse backgrounds a genuine and enduring love for learning, to teach them to read, write, and think critically, to instill in them the capacity for both independent and collaborative action, and to educate them to explore and understand the natural, social, and cultural worlds in which they live. In so doing, the college seeks to foster in its students qualities of intellect, creativity, and character, that they may live fulfilling lives and contribute meaningfully to their occupations, their communities, and their world.”

FORM 990, PART III, LINE 4D - ALL OTHER ACHIEVEMENTS:

“Auxiliary operations, academic support, research, public service, and institutional support.”

Financial Statement Notes

PART III, LINE 1A - TERMS FOR NOT REPORTING ASSETS PER SFAS 116:

“Collection items consists of artworks, rare books and other objects that have come to the College and Millport Conservancy principally through gifts, although some were purchased and certain of the collections were received in trust. The collection is held for public exhibition and education and is protected, kept unencumbered, cared for and preserved. Each of the items is catalogued, and activities verifying their existence and assessing their condition are performed continuously. The collections' insurance-appraised value is approximately $7,506,000 (Note: the value is $7,227,000 for the College alone). The collections are not recognized as assets in the consolidated statement of financial position in accordance with accounting guidelines. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or as reductions in temporarily or permanently restricted net assets if the assets used to purchase the items are restricted by donors. Proceeds from deaccessions are reflected as increases in the appropriate net asset classes”

Part III, Line 4 - Collections and Relation to Exempt Purpose:

“The College's collections contain regional and international works of art, rare books, cultural objects, and historical objects. They advance the instructional, academic support, and public service purposes of the College by exhibition and use by faculty, students, and the community, via local and online access.”

PART IV, LINE 2B - ESCROW LIABILITY ARRANGEMENT EXPLANATION:

“These funds are deposits held in custody for others, Franklin & Marshall College acting as agent.”

PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS:

“Of the total Endowment, 28% is intended for student aid, 21% for general unrestricted purposes, 17% for operations and maintenance, 15% for instruction, and the remainder for miscellaneous restricted purposes.”

PART X, LINE 2 - TEXT OF FIN 48 (ASC 740) FOOTNOTE:

“Under provisions of Internal Revenue Code Section 501(c)(3) and the applicable income tax regulations of Pennsylvania, the College is exempt from taxes on income other than unrelated business income. Since the College had no material net unrelated business income during the years ended June 30, 2014 and 2013, no provision for income taxes has been made. The College does not believe that there are any material unrecognized tax benefits or costs that should be recorded. The College's federal tax returns have not been examined for the last seven fiscal years.”

Raw XML AppendixShowing 400 of 1,951 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0FRANKLIN & MARSHALL COLLEGE IS A RESIDENTIAL COLLEGE DEDICATED TO EXCELLENCE IN UNDERGRADUATE LIBERAL ARTS EDUCATION. (SEE FULL MISSION STATEMENT ATTACHED ON SCHEDULE O.)
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IRS990/Desc0Instruction. THE COLLEGE GRANTS BACHELOR OF ARTS DEGREES . TOTAL FULL-TIME EQUIVALENT UNDERGRADUATE ENROLLMENT OF THE COLLEGE WAS APPROXIMATELY 2,273 STUDENTS. 604 STUDENTS GRADUATED IN MAY 2014.
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$680,260,648
Liabilities
$139,046,824
Net assets
$541,213,824
Revenue
$179,080,978
Expenses
$159,836,188
Net income
$19,244,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$856$195$661$201$193$7.93
2023Summary only. Only limited summary data is available for this year.$823$200$623$187$190$2.99
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$831$222$609$196$190$6.24
2021Summary only. Only limited summary data is available for this year.$899$228$671$210$190$19.3
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$780$234$547$176$194$17.6
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$733$186$548$209$199$9.77
2018Summary only. Only limited summary data is available for this year.$717$173$544$206$196$9.77
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$696$170$526$213$189$24.5
2016Detailed filing. Detailed filing data is available for this year.$679$173$506$204$184$20.3
2015Detailed filing. Detailed filing data is available for this year.$678$148$530$208$171$37.1
2014Detailed filing. Detailed filing data is available for this year.$680$139$541$179$160$19.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$646$147$499$156
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$644$175$469$152
2011Summary only. Only limited summary data is available for this year.$653$174$479$155$145$10.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$601$172$429$131
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $250M-$1B nonprofits